KeyCorp Has Lowered Expectations for NXP Semiconductors (NASDAQ:NXPI) Stock Price

NXP Semiconductors (NASDAQ:NXPI) had its price target cut by equities research analysts at KeyCorp from $345.00 to $330.00 in a report issued on Wednesday, Benzinga reports. The firm presently has an “overweight” rating on the semiconductor provider’s stock. KeyCorp‘s price target indicates a potential upside of 30.18% from the company’s previous close.

Several other brokerages have also recently commented on NXPI. Sanford C. Bernstein restated a “market perform” rating and issued a $290.00 target price (up from $270.00) on shares of NXP Semiconductors in a research report on Wednesday, July 29th. Morgan Stanley reduced their price target on shares of NXP Semiconductors from $338.00 to $313.00 and set an “overweight” rating on the stock in a research report on Wednesday. Susquehanna lifted their price objective on shares of NXP Semiconductors from $210.00 to $250.00 and gave the company a “neutral” rating in a research note on Tuesday, July 21st. JPMorgan Chase & Co. boosted their price objective on shares of NXP Semiconductors from $295.00 to $300.00 and gave the company a “neutral” rating in a research report on Wednesday, July 29th. Finally, Oppenheimer boosted their price objective on shares of NXP Semiconductors from $300.00 to $325.00 and gave the company an “outperform” rating in a research report on Friday, July 24th. Sixteen equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, NXP Semiconductors has an average rating of “Moderate Buy” and a consensus price target of $299.26.

NXP Semiconductors Stock Up 3.1%

NXPI stock opened at $253.50 on Wednesday. NXP Semiconductors has a 52 week low of $183.00 and a 52 week high of $339.95. The business has a 50-day simple moving average of $230.98 and a 200 day simple moving average of $245.79. The company has a market cap of $63.92 billion, a PE ratio of 21.63 and a beta of 1.80.

NXP Semiconductors (NASDAQ:NXPI) last announced its quarterly earnings data on Tuesday, October 27th. The semiconductor provider reported $4.20 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.12 by $0.08. The firm had revenue of $3.79 billion for the quarter, compared to analyst estimates of $3.76 billion. During the same quarter in the previous year, the company earned $3.11 earnings per share. The company’s quarterly revenue was up 19.3% on a year-over-year basis. On average, analysts anticipate that NXP Semiconductors will post 13.75 EPS for the current fiscal year.

NXP Semiconductors announced that its board has authorized a share repurchase plan on Tuesday, October 27th that authorizes the company to buy back $5 billion in shares. This repurchase authorization authorizes the semiconductor provider to buy shares of its stock through open market purchases. Stock repurchase plans are often an indication that the company’s leadership believes its stock is undervalued.

Insider Activity at NXP Semiconductors

In other NXP Semiconductors news, EVP Christopher L. Jensen sold 3,355 shares of the firm’s stock in a transaction that occurred on Thursday, October 1st. The shares were sold at an average price of $240.00, for a total value of $805,200.00. Following the sale, the executive vice president owned 288 shares in the company, valued at $69,120. This trade represents a 92.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Andrew Micallef sold 1,000 shares of the firm’s stock in a transaction that occurred on Tuesday, September 15th. The shares were sold at an average price of $226.04, for a total transaction of $226,040.00. Following the completion of the sale, the executive vice president owned 7,942 shares in the company, valued at $1,795,209.68. This represents a 11.18% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.05% of the company’s stock.

Institutional Trading of NXP Semiconductors

A number of hedge funds and other institutional investors have recently modified their holdings of NXPI. Fortitude Family Office LLC acquired a new stake in shares of NXP Semiconductors during the 3rd quarter valued at $26,000. Allied Private Wealth LLC bought a new stake in NXP Semiconductors during the 2nd quarter worth $28,000. Fiduciary Financial Advisors acquired a new position in NXP Semiconductors in the 2nd quarter worth about $28,000. Bell Investment Advisors Inc acquired a new position in NXP Semiconductors in the 2nd quarter worth about $29,000. Finally, Midwest Professional Planners LTD. acquired a new position in NXP Semiconductors in the 2nd quarter worth about $29,000. Institutional investors own 90.54% of the company’s stock.

More NXP Semiconductors News

Here are the key news stories impacting NXP Semiconductors this week:

• Positive Sentiment: Strong third-quarter results: NXP reported adjusted EPS of $4.20 versus the $4.12 consensus and revenue of $3.79 billion versus $3.76 billion expected. Revenue increased 19.3% year over year, while net income rose to $899 million from $646 million. NXP Semiconductors Reports Third Quarter 2026 Results
• Positive Sentiment: Automotive growth remains a key catalyst: Automotive revenue exceeded $2 billion for the first time, supported by accelerating software-defined vehicle adoption and company-specific growth initiatives. NXP Q3 2026 Earnings Call Transcript
• Positive Sentiment: Volkswagen partnership expands future demand: Volkswagen selected NXP’s S32K5 microcontrollers for a common zonal architecture across its brands, with the first vehicle planned for 2027. NXP Volkswagen Partnership
• Positive Sentiment: $5 billion buyback: The expanded repurchase authorization could support per-share results and signals that management views the stock as attractively valued. Needham also reaffirmed a Buy rating with a $300 price target. NXP Buyback and Outlook
• Neutral Sentiment: NXP expects approximately $3.85 billion of fourth-quarter revenue and is targeting a 60% gross margin in 2027, offering evidence of continued growth but leaving execution dependent on automotive and industrial demand.
• Negative Sentiment: Guidance disappointed investors: The fourth-quarter revenue forecast was below Wall Street expectations, and projected operating profit was also weaker than anticipated. This outlook overshadowed the third-quarter beat and prompted selling in the shares. NXP Outlook Disappoints Wall Street

About NXP Semiconductors

NXP Semiconductors N.V. is a global semiconductor company that develops technologies for automotive, industrial, communications infrastructure, mobile, and Internet of Things applications. The company provides processing, connectivity, security, sensing, and power-management solutions that help enable connected and automated systems.

Its product portfolio includes microcontrollers and application processors, automotive networking and radar solutions, secure identification and authentication technologies, near-field communication products, radio-frequency power amplifiers, analog and mixed-signal devices, and wireless connectivity solutions.